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PEQSX vs VIVAX
PEQSX vs VIVAX Comparison
Open Charts PEQSX vs VIVAX
Putnam Large Cap Value R6
Price$36.56
Change+$0.37 (+1.02%)
VolumeN/A
Net Assets38.28B
Vanguard Value Index I
Price$68.71
Change+$0.48 (+0.70%)
VolumeN/A
Net Assets188.77B
PEQSX vs VIVAX Comparison Chart in %
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PEQSX vs. VIVAX commentary
Jun 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PEQSX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. PEQSX (38.3B). VIVAX pays higher dividends than PEQSX: VIVAX (2.16) vs PEQSX (1.41). PEQSX was incepted earlier than VIVAX: PEQSX (13 years) vs VIVAX (33 years). PEQSX (0.54) is less costly to investors than VIVAX (0.17). PEQSX is a more actively managed with annual turnover of: 16.00 vs. VIVAX (9.00). PEQSX has a lower initial minimum investment than VIVAX: PEQSX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.64 vs. PEQSX (4.63). VIVAX return over 5 years is better than : 80.98 vs. PEQSX (73.82).
| PEQSX | VIVAX | PEQSX / VIVAX | |
| Total Expense Ratio | 0.54 | 0.17 | 318% |
| Annual Report Gross Expense Ratio | 0.54 | 0.17 | 318% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 5.335 | 3.312 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.3B | 189B | 20% |
| Annual Yield % from dividends | 1.41 | 2.16 | 66% |
| Returns for 1 year | 4.63 | 8.64 | 54% |
| Returns for 3 years | 32.91 | 30.67 | 107% |
| Returns for 5 years | 73.82 | 80.98 | 91% |
| Returns for 10 years | 94.00 | 110.43 | 85% |
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